ARDENT HEALTH SERVICES RETIREMENT SAVINGS PLAN (2024)

MyPlanIQARDENT HEALTH SERVICES RETIREMENT SAVINGS PLAN

Investment Options

  • Brief Info
  • All Funds
  • All Fund Parameters
Total Available Funds:20
Asset ClassTicker DescriptionRating
INTERNATIONAL EQUITY
Foreign Large BlendVGTSXVanguard STAR Funds: Vanguard Total International Stock Index Fund; Investor Shares
Others
Target Date 2026-2030TRRCXT Rowe Price Retirement Funds
Target Date 2036-2040TRRDXT Rowe Price Retirement Funds
Target Date 2011-2015TRRGXT Rowe Price Retirement Funds
FIXED INCOME
Intermediate-Term BondVBMFXVanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares
Intermediate-Term BondPTTAXPIMCO Funds: Total Return Fund; Class A Shares
US EQUITY
Mid-Cap GrowthARTMXArtisan Partners Funds
SMALL BLENDNMSCXColumbia Funds Series Trust: Columbia Small Cap Index Fund; Class Z Shares
Small GrowthMSSGXMorgan Stanley Institutional Fund
Total Available Funds:20
Asset ClassTicker DescriptionRating
INTERNATIONAL EQUITY
Foreign Large BlendVGTSXVanguard STAR Funds: Vanguard Total International Stock Index Fund; Investor Shares
Others
Target Date 2026-2030TRRCXT Rowe Price Retirement Funds
Target Date 2036-2040TRRDXT Rowe Price Retirement Funds
Target Date 2011-2015TRRGXT Rowe Price Retirement Funds
Target Date 2000-2010TRRFXT Rowe Price Retirement Funds
Target Date 2016-2020TRRBXT Rowe Price Retirement Funds
Target Date 2031-2035TRRJXT Rowe Price Retirement Funds
Target Date 2000-2010TRRAXT Rowe Price Retirement Funds
Target Date 2021-2025TRRHXT Rowe Price Retirement Funds
Target Date 2041-2045TRRKXT Rowe Price Retirement Funds
Retirement IncomePARIXT Rowe Price Retirement Funds
FIXED INCOME
Intermediate-Term BondVBMFXVanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares
Intermediate-Term BondPTTAXPIMCO Funds: Total Return Fund; Class A Shares
US EQUITY
Mid-Cap GrowthARTMXArtisan Partners Funds
SMALL BLENDNMSCXColumbia Funds Series Trust: Columbia Small Cap Index Fund; Class Z Shares
Small GrowthMSSGXMorgan Stanley Institutional Fund
SMALL VALUEPCVAXAllianz Funds: AllianzGI NFJ Small-Cap Value Fund; Class A Shares
LARGE BLENDTVAFXThornburg Investment Trust: Thornburg Value Fund; Class A Shares
LARGE GROWTHRGAEXGrowth Fund of America
MID-CAP VALUEJDPAXJanus Investment Fund: Perkins Mid Cap Value Fund; Class A Shares
Total Available Funds:20
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset ClassTicker DescriptionRatingR*RTWPExpenseYield
INTERNATIONAL EQUITY
Foreign Large BlendVGTSXVanguard STAR Funds: Vanguard Total International Stock Index Fund; Investor Shares16%36000.08%3.23%
Others
Target Date 2026-2030TRRCXT Rowe Price Retirement Funds100%36001.08%6.21%
Target Date 2036-2040TRRDXT Rowe Price Retirement Funds100%36000.6%5.73%
Target Date 2011-2015TRRGXT Rowe Price Retirement Funds100%36000.76%5.54%
Target Date 2000-2010TRRFXT Rowe Price Retirement Funds100%36000.34%4.29%
Target Date 2016-2020TRRBXT Rowe Price Retirement Funds100%36000.78%6.74%
Target Date 2031-2035TRRJXT Rowe Price Retirement Funds97%36000.84%4.82%
Target Date 2000-2010TRRAXT Rowe Price Retirement Funds97%36000.99%4.38%
Target Date 2021-2025TRRHXT Rowe Price Retirement Funds96%36001.05%6.58%
Target Date 2041-2045TRRKXT Rowe Price Retirement Funds96%36001.12%4.57%
Retirement IncomePARIXT Rowe Price Retirement Funds45%36000.49%4.13%
FIXED INCOME
Intermediate-Term BondVBMFXVanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares100%36000.15%3.26%
Intermediate-Term BondPTTAXPIMCO Funds: Total Return Fund; Class A Shares65%36000.8%3.82%
US EQUITY
Mid-Cap GrowthARTMXArtisan Partners Funds87%36000.96%0%
SMALL BLENDNMSCXColumbia Funds Series Trust: Columbia Small Cap Index Fund; Class Z Shares81%36000.45%7.87%
Small GrowthMSSGXMorgan Stanley Institutional Fund70%36002.1%0%
SMALL VALUEPCVAXAllianz Funds: AllianzGI NFJ Small-Cap Value Fund; Class A Shares56%36000.89%11.77%
LARGE BLENDTVAFXThornburg Investment Trust: Thornburg Value Fund; Class A Shares55%36001.21%0%
LARGE GROWTHRGAEXGrowth Fund of America39%36000.3%7.78%
MID-CAP VALUEJDPAXJanus Investment Fund: Perkins Mid Cap Value Fund; Class A Shares27%36000.5%8.99%

Average Expense Ratio: 0.77%

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ARDENT HEALTH SERVICES RETIREMENT SAVINGS PLAN

Model Portfolios ARDENT HEALTH SERVICES RETIREMENT SAVINGS PLAN (1)


Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return
1Yr
AR*
3Yr
AR*
5Yr
AR*
10Yr
AR*
15Yr
AR*
ARDENT HEALTH SERVICES RETIREMENT SAVINGS PLAN (2)Click to Create Model Portfolio
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* AR: Annualized Return
** YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.

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ARDENT HEALTH SERVICES RETIREMENT SAVINGS PLAN (3)

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